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MBE Wealth Management’s Guggenheim Strategic Opportunities Fund GOF Stock Holding History

MBE Wealth Management’s Portfolio GOF Stock Details GOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-350
Closed -$5K – 231
2020
Q1 		$5K Buy
+350
New +$6.13K ﹤0.01% 369

Other funds holding GOF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

MBE Wealth Management's GOF Position: Q2 2020 in Review

MBE Wealth Management sold out of Guggenheim Strategic Opportunities Fund (GOF) in Q2 2020, closing a stake of 350 shares — an estimated $5K sold.

MBE Wealth Management first reported a position in GOF in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 61 funds tracked by Wall St. Rank hold GOF as of Q2 2020.

  • MBE Wealth Management reported no remaining Guggenheim Strategic Opportunities Fund position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 350 Guggenheim Strategic Opportunities Fund shares in Q2 2020, an estimated $5K.
  • MBE Wealth Management first reported a position in Guggenheim Strategic Opportunities Fund in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's Guggenheim Strategic Opportunities Fund position peaked at $5K in Q1 2020.
  • 61 funds tracked by Wall St. Rank held Guggenheim Strategic Opportunities Fund as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.